Investor Services Associate - Guildford

Artemis Recruitment Consultants Ltd; East Horsley; Hybrid; GBP 25,000 - 30,000; Full time

Job summary

Une société de services financiers recherche un Investor Services Associate pour rejoindre son équipe à Guildford. Le candidat idéal aura une expérience préalable dans les services aux clients et une solide compréhension du secteur financier. Ce poste permet un travail hybride, avec 3 jours au bureau chaque semaine, et un salaire compétitif qui dépend de l'expérience.

Qualifications

• Expérience dans les services aux investisseurs, de préférence en gestion de fonds ou gestion de patrimoine.
• Capacité à travailler sous pression et à respecter des délais serrés.
• Approche orientée vers l'équipe et le changement.

Responsibilities

• Traiter et administrer les affaires des gestionnaires de fonds de manière précise et rapide.
• Supporter la gestion des affaires de gestion de portefeuille.
• Servir les clients et conseillers de manière précise et rapide.

Skills

Attention to Detail

Excellent organisation and time management skills

Proactive approach

Excellent communication skills

Good numeracy skills

Education

Educated to GCSE level or equivalent

Tools

Microsoft Office

Excel

Job description

Type of Position: Investor Services Associate - Guildford
Pay: £27k - £30k

Investor Services Associate - Guildford

Our client is looking for an Investor Services Associate for their team based in Guildford. Hybrid working is available, with 3 days each week being office based. Earn £25-30k, depending on experience. We are ideally looking for candidates who have prior private client experience.

Responsibilities:

- Process and administer Fund Managers business timely and accurately.
- Support the management of Portfolio Management business.
- Monitor, oversee and process discretionary and funds business on relevant platforms (internal or external).
- Act as a point of escalation between Fund Managers and Portfolio Managers.
- Support and proactively manage projects as they relate to Investor Services.
- Be proactive in managing the launch and ongoing administration of the distribution portal.
- Service clients and advisers timely and accurately, and in line with the propositions.
- Support any testing or project requirements relating to operational or regulatory changes

- Good IT skills / ability to use Microsoft Office and Excel
- Attention to Detail
- Excellent organisation and time management skills
- Proactive approach
- Able to work under pressure and to tight timescales
- Teamwork
- Embracing Change
- Planning & Organising
- Enquiring mindset
- Flexible, driven and determined
- Excellent communication skills
- Business and commercial awareness
- Good numeracy skills
- Educated to GCSE level or equivalent Experience / Knowledge
- Experience of working in Investor / Client Services in the Finance industry, preferably in Fund Management, Wealth Management or other similar customer / adviser facing role

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